See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,144 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,806 | $44,897+28.8% | $84,966-32.0% | $199,593-71.0% |
| Participation rate | 45.8% | 45.7%+0.1pp | 67.5%-21.7pp | 72.0%-26.2pp |
| Annual return | 18.19% | 20.96%-2.8pp | 66.38%-48.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $2,661 | $1,365+94.9% | $2,727-2.4% | $3,034-12.3% |
| Participant deferral / active EE | $7,569 | $2,668+183.7% | $4,519+67.5% | $5,087+48.8% |
| Admin fee / account holder | $74 | $584-87.3% | $6,149-98.8% | $269-72.4% |